MARKETS & INVESTING
December 30, 2022
Review the latest Weekly Headings by CIO Larry Adam.
Annually, we release our 12 wishes for the new year that we hope come to fruition in 2023. Sadly, as many of our wishes this year did not come true, markets reacted accordingly and provided disappointing performance. But with a little extra cheer, we hope that many on this year’s list come true and return us to more thriving investment markets. These desired gifts should not be confused with our Ten Themes for 2023 that will be released next week. Our wishes are high level, macro dynamics that in our opinion have over 50% probability of occurring whereas the Ten Themes for 2023 are more detailed and provide specific views and actionable investment ideas for the upcoming year. So, until we release them next week, let’s start the new year with some optimism and lay out in our wishes what could serve as the backdrop for a more positive year for investors. They include:
While we would love for investors to receive all the gifts on our New Year holiday wish list, even a few could result in 2023 being a better, brighter year. But in addition to our hopes for the U.S. economy and financial markets, we want to send you and your family our best wishes for a new year of health, happiness and prosperity!
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All expressions of opinion reflect the judgment of the author(s) and the Investment Strategy Committee, and are subject to change. This information should not be construed as a recommendation. The foregoing content is subject to change at any time without notice. Content provided herein is for informational purposes only. There is no guarantee that these statements, opinions or forecasts provided herein will prove to be correct. Past performance is not a guarantee of future results. Indices and peer groups are not available for direct investment. Any investor who attempts to mimic the performance of an index or peer group would incur fees and expenses that would reduce returns. No investment strategy can guarantee success. Economic and market conditions are subject to change. Investing involves risks including the possible loss of capital.The information has been obtained from sources considered to be reliable, but we do not guarantee that the foregoing material is accurate or complete. Diversification and asset allocation do not ensure a profit or protect against a loss.